Create A WordPress Opt In Form

Clicking on the Opt-In Forms in the sidebar will give you access to create and manage your opt-in forms as well as:

View all existing opt-in forms (active and inactive)

View high-level statistics for all existing forms

Create new opt-in forms

A/B test two existing opt-in forms

Deactivate existing forms

Duplicate existing forms

Delete existing forms

Make changes to existing forms

Click on the Infusionsoft link to expand the sidebar and click Opt-in Forms

Click on the New Opt-In button on the top right corner of the page from the Opt-In Forms sidebar tab

Choose what type of opt-in form you would like to use:

Pop Up Opt-In Form: Prompt your visitor s to opt in without annoying them. You can set Infusionsoft's Opt-In Forms to appear automatically after a specific amount of time, after visitors reach a particular point on your page, or even after visitors leave a comment or make a purchase.

Fly In Opt-In Form: The slide-in form is the pop-up’s smooth, subtle cousin. It slides in at the bottom of your visitor’s screen and can be set to appear after a specific time or at a specific point on the page.

Widget Opt-In Form: Use widget forms to create attractive opt-in forms for your sidebar, footer, or any other widget-friendly areas on your site.

Locked Content Opt-In Form: Offering valuable content in exchange for an email address is one of the most effective ways to grow your email list. Protected content forms allow you to offer content your visitors can “unlock” by opting in.

Below Post Opt-In Form: You can use “Below Content” forms to place an opt-in opportunity at the end of your blog posts or pages. Visitors who have read an entire post are highly engaged, so this is an effective way to turn that engagement into a conversion.

Inline Opt-In Form: Want to insert an opt-in form in the middle of a blog post, rather than the end? Inline forms make it easy. You can display these forms virtually anywhere you’d like on any post or page on your website.

Enter a name for your opt-in form then click the Next: Design button to advance to styling your opt-in form or click the Save & Exit button to save the opt-in and return later to edit its design & display settings

Choose one of the form layouts then click the blue Next: Customize button at the bottom

Choose one of any pre-designed templates based on preferred color and style. You can alter these colors after a template has been selected. Once you select a template, you will automatically be taken to the bottom of the screen to click the blue Next: Customize button to advance to the next part of customization.

This next part of the design process allows you to access the next layer of customization. At this time only First name, Last name and Email address may be added to forms. Email Address is always required.

Click the Preview button at the top right of the page as you make style changes to view your progress

After customizing the above settings, you can click the blue Next: Display button to customize more elements.

Where to display the opt-in form. Note that the fields below these check-boxes are dynamic according to display options chosen

Everywhere on site

The home page

Archives page

Certain page or post categories

With specified shortcode tags

Specified pages

Specified posts

Once you have customized the above settings, you have completed the form setup process! To finalize, you must click the gray, Save & Exit button at the bottom of the Display Settings tab. After successfully configuring/customizing your opt-in form, you will be taken back to the Opt-In Forms tab and your newly created opt-in form will display in the list of opt-in forms. This list can be delineated should you make some opt-in forms inactive (see below.)